Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,442 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $277 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
3,355
shares
|
$3.13 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,349
shares
|
$3.13 Million
0.86% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
3,342
shares
|
$3.12 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
3,338
shares
|
$3.12 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,335
shares
|
$3.11 Million
0.71% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
3,332
shares
|
$3.11 Million
0.29% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,325
shares
|
$3.1 Million
1.02% of portfolio
|
Q2 2022
Reduced 14.85%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
3,317
shares
|
$3.1 Million
1.67% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
3,313
shares
|
$3.09 Million
1.75% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,309
shares
|
$3.09 Million
1.09% of portfolio
|
Q3 2022
Added 13.63%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
3,306
shares
|
$3.09 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
3,299
shares
|
$3.08 Million
0.79% of portfolio
|
Q1 2025
Added 165.62%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,290
shares
|
$3.07 Million
0.7% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
3,285
shares
|
$3.07 Million
1.85% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
3,277
shares
|
$3.06 Million
1.69% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
3,273
shares
|
$3.06 Million
1.14% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
3,271
shares
|
$3.05 Million
0.87% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
3,271
shares
|
$3.05 Million
1.54% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,268
shares
|
$3.05 Million
0.78% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,262
shares
|
$3.05 Million
0.06% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
3,256
shares
|
$3.04 Million
0.62% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
3,255
shares
|
$3.04 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,255
shares
|
$3.04 Million
0.65% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
3,254
shares
|
$3.04 Million
0.97% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,251
shares
|
$3.04 Million
0.39% of portfolio
|
Q1 2025
Added 4.03%
|